Focus Partners Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102M | Buy |
935,578
+53,714
| +6% | +$5.87M | 0.22% | 97 |
|
|
2025
Q1 | $92.2M | Sell |
881,864
-158,246
| -15% | -$16.5M | 0.23% | 91 |
|
|
2024
Q4 | $120M | Buy |
1,040,110
+635,113
| +157% | +$73.2M | 0.31% | 64 |
|
|
2024
Q3 | $47.4M | Sell |
404,997
-1,106,039
| -73% | -$129M | 0.15% | 147 |
|
|
2024
Q2 | $161M | Buy |
1,511,036
+806,942
| +115% | +$86.1M | 0.54% | 39 |
|
|
2024
Q1 | $77.8M | Buy |
704,094
+391,218
| +125% | +$43.2M | 0.63% | 32 |
|
|
2023
Q4 | $33.9M | Buy |
+312,876
| New | +$33.9M | 0.44% | 54 |
|